Chartered Financial Planner

JR United Kingdom; Swindon; On-site; GBP 100,000; Full time

Job summary

A North Kent-based independent wealth planning firm is seeking a Chartered Financial Planner to manage clients and develop new business opportunities. With a competitive salary around £100k, the role offers dedicated support and the chance to build strong local connections.

Qualifications

• Experience in an independent wealth planning firm.
• Proven track record of business development.
• Dedicated admin and paraplanning support available.

Responsibilities

• Manage existing clients and generate new business.
• Network and build relationships with local businesses and stakeholders.

Skills

Business Development

Client Management

Networking

Education

Chartered Financial Planner status or working towards it

Job description

Chartered Financial Planner to take equity stake in a business

North Kent based IFA firm - medium sized

Salary negotiable c.£100k plus benefits and equity

My client is an independent wealth planning firm based in North Kent, offering comprehensive financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They manage client assets ranging from £150k to over £5m, providing services in pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS. They have longstanding relationships with solicitor practices that refer clients to them.

The Managing Director is creating a new role for a Chartered Financial Planner to manage existing clients and generate new business through networking, conferences, and building relationships with local businesses and stakeholders. The ideal candidate will have experience in an independent wealth planning firm, preferably with Chartered status or working towards it, and a proven track record of business development. The role includes dedicated admin and paraplanning support.

If interested in this or other roles, please contact me at [emailprotected].